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Excel Pivot Chart

Pivot tables are close to my heart. I love to use them. But apart from this, there is one thing which I love to use.

That’s ==> Pivot Chart

Yes, a pivot chart.

And, do you know a pivot chart is the easiest way to create a dynamic chart.

Today, in this post, I’d like to share with you a step by step process to create a pivot chart in Excel.

You will also learn some useful examples which you can apply in your work with instantly.

But before that, here are some words from Wikipedia.

Pivot Chart is the best type of graphs for the analysis of data. The most useful feature is the possibility of quickly changing the portion of data displayed, like a PivotTable report. It makes Pivot Chart ideal for presentation of data in the sales reports.

Difference a Pivot Chart and a Normal Chart

different between excel pivot chart and normal excel chart
  • A standard chart use range of cells, on the other hand, a pivot chart is based on data summarized in a pivot table.
  • A pivot chart is already a dynamic chart, but you have to make changes in data to convert a standard chart into a dynamic chart.

Steps to Create a Pivot Chart in Excel

You can create a pivot chart by using two ways. One is to add a pivot chart in your existing pivot table, and other is to create a pivot chart from scratch.

1. Create a Pivot Chart from Scratch 

Creating a pivot chart from scratch is as simple as creating a pivot table. All you need, a data sheet.

Here I am using Excel 2013 but you use steps in all versions from 2007 to 2016.

  • Select any of the cells in your data sheet and go to Insert Tab → Charts → Pivot Chart.
insert excel pivot chart from insert tab
  • The pop-up window will automatically select the entire data range and you have the option to choose the place where you want to insert your pivot chart.
select place insert excel pivot chart
  • Click OK.
  • Now, you have a blank pivot table and pivot chart in a new worksheet.
blank pivot table and excel pivot chart

Important Note: When you insert a pivot chart it will automatically insert a pivot table along with it. And, if you just want to add a pivot chart, you can add your data into Power Pivot Data Model.

  • In pivot chart fields, we have four components like we have in a pivot table.
    • Axis: Axis in pivot chart is as same as we have rows in our pivot table.
    • Legend: Legend in pivot chart is as same as we have columns in our pivot table.
    • Values: We are using quantity as values.
    • Report Filter: You can use report filter to filter your pivot chart.
use chart fields to define value for excel pivot chart
  • So, here is your fully dynamic pivot chart.
create excel pivot chart from scratch

2. Create a Pivot Chart from Existing Pivot Table

If you already have a pivot table in your worksheet then you can insert a pivot chart by using these simple steps.

  • Select any of the cells from your pivot table.
select any cell to insert excel pivot table
  • Go to Insert Tab → Charts → Pivot Chart and select the chart which you want to use.
insert excel pivot chart if you already have pivot table
  • Click Ok.

It will insert a new pivot chart in the same worksheet where you have your pivot table. And, it will use pivot table rows as axis and columns as the legend in pivot chart.

Important Note: Another smart and quick way is to use shortcut key. Just select any of the cells in your pivot table and press F11 to insert a pivot chart.

More Information about Pivot Charts

Managing a pivot chart is simple and here is some information which will help you do it smoothly.

1. Change Chart Type

When you enter a new pivot chart, you have to select the type of the chart which you want to use. And, if you want to change the chart type you can use following steps for that.

  • Select your pivot chart and go to Design Tab → Type → Change Chart Type.
excel pivot chart change chart type
  • Select your favorite chart type.
select new chart type for excel pivot chart
  • Click OK.

2. Refresh a Pivot Chart

Refreshing a pivot chart is just like refreshing a pivot table. If your pivot table is refreshing automatically, then your pivot chart will also update along with that.

Method-1

  • Right-click on your chart.
  • And then click on pivot chart options.
right click on excel pivot chart to activate refresh option
  • Go to data tab and tick mark “Refresh data when open a file”.
update excel pivot chart automatically on opening a file
  • Click OK.

Method-2

Use below VBA code to refresh all kind of pivot tables and pivot chart in you workbook.

Sub auto_open()
Dim PC As PivotCache
For Each PC In ActiveWorkbook.PivotCaches
PC.Refresh
Next PC
End Sub

Apart from above code you can use following VBA code if you want to refresh a particular pivot table.

Sub auto_open()
ActiveSheet.ChartObjects("Chart 5").ActivateActive
Chart.PivotLayout.PivotTable.PivotCache.Refresh
End Sub

3. Filter a Pivot Chart

Just like a pivot table, you can filter your pivot chart to show some specific values. One thing is clear that a pivot table and pivot chart are connected with each other.

So, when you filter a pivot table, your chart will automatically filter.

And, when you add any filter in your pivot table it will automatically add into your pivot chart and vice versa.

Please follow these steps for this.

  • Right click on your pivot chart and click on “Show Field List”.
show field list to add filter in excel pivot chart
  • In your pivot chart field list, drag fields in the filter area.
add fields to filter area in excel pivot chart

Important Note: By default, you have filter option at the bottom of your pivot chart to filter axis categories.

4. Show Running Total in a Pivot Chart

In below pivot chart, I have used a running total to show the growth throughout the period.

add running total in excel pivot chart from value settings

To enter a running total in a pivot chart is just like entering a running total in a pivot table. But we need to make some simple changes in chart formatting.

  • From your pivot chart field list, drag your value field twice in value area.
excel pivot chart change chart type
  • Now, in second field value open “Value Field Settings”.
  • Go to “show value as” tab and select running total from the drop down.
add secondary axis to add running total in excel pivot chart
  • Click OK.

So here is your pivot chart with running total but one more thing which we have to do to make it perfect.

adjust axis value to add running total in excel pivot chart

5. Move a Pivot Chart to New Sheet

Like a standard chart, you can move your Excel pivot chart to a chart sheet or any other worksheet.

To move your pivot chart.

  • Select your chart and right click on it.
  • Click on move chart and you will get a pop-up window.
move a excel pivot chart to a chart sheet
  • Now, you have two different options to move your chart.
    • New Chart Sheet.
    • Another Worksheet.
  • Select the desired option and click OK.

You can also move your chart back to the original sheet using same steps.

Extra Tips on Pivot Charts

Some of extra tips to make a better control over it. 

1. Using a Slicer with a Pivot Chart to Filter

As I have already mentioned, you can use a slicer with your pivot chart.

add slicer in excel pivot chart

And, the best part is that you can filter multiple pivot tables and pivot charts with a single slicer. Follow these steps.

  • Select your pivot chart and go to Analyze Tab → Filter → Insert Slicer.
insert slicer in excel pivot table
  • Select the field which you want to use as a filter.
select field to apply slicer to excel pivot table
  • Click OK.

Using a slicer is always a better option is than a standard filter.

2. Insert a Timeline to Filter Dates in a Pivot Charts 

If you want to filter your pivot chart using a date field then you can use a timeline instead of a slicer.

add timeline in excel pivot chart

Filtering dates with a timeline is super easy.

This is like an advanced filter which you can use to filter dates in term of days, months, quarters and years.

  • Select your pivot chart and go to Analyze Tab → Filter → Insert Timeline.
click on insert timeline to insert in excel pivot chart
  • Select your date field from the pop-up window and it will show you fields with dates.
  • Click OK.

3. Present Months in a Pivot Chart by Grouping Dates

Now, let’s say you have dates in your data, and you want to create a pivot chart on month basis.

One simple way is to add a month column in your data and use it in your pivot chart.

But, here is the twist.

You can group dates in your pivot table which will further help you to create a pivot chart with months even when you don’t have months in source data.

  • Go to your pivot table and select any of the cells from your date field column.
  • Right-click on it and select group.
group dates in pivot table in excel pivot chart
  • Select the month from the pop-up window and click OK.

Sample File

Download this sample file from here to learn more.